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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,502 | $102,382+18.7% | $147,005-17.3% | $80,874+50.2% |
| Participation rate | 14.8% | 75.8%-61.0pp | 82.2%-67.3pp | 67.6%-52.8pp |
| Annual return | 22.74% | 134.89%-112.2pp | 418.76%-396.0pp | 35.62%-12.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $578 | $6,646-91.3% | $8,070-92.8% | $4,297-86.6% |
| Admin fee / account holder | $10,805 | $7,942+36.0% | $13,006-16.9% | $6,935+55.8% |